AFO
Arrowroot Family Office Portfolio holdings
AUM
$223M
This Quarter Return
+6.94%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.54%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$12.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$4.39M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$3.48M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.26M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 6.66% |
| 2 | Technology | 4.56% |
| 3 | Communication Services | 2.99% |
| 4 | Consumer Staples | 1.64% |
| 5 | Industrials | 1.6% |
